In Good Company with Nicolai Tangen

Norges Bank Investment Management

  • 38 minutes 23 seconds
    Jayshree Ullal - Arista Networks की CEO (Hindi version)

    इस एपिसोड में, Nicolai Tangen की बातचीत अरिस्टा नेटवर्क्स की मशहूर CEO जयश्री उल्लाल से होती है। जयश्री समझाती हैं कि कैसे अरिस्टा आज के AI सिस्टम के लिए बड़े-बड़े नेटवर्क चलाता है, क्यों AI का ट्रैफिक पहले के सभी ट्रैफिक से बिल्कुल अलग है, और क्यों अब सबसे बड़ी रुकावट हार्डवेयर नहीं बल्कि बिजली की कमी है। वे अरिस्टा की कहानी बताती हैं—कैसे एक छोटी इंजीनियरिंग टीम जिसकी कमाई शून्य थी, दुनियाभर में लीडर बन गई, वो कल्चर जिसने कंपनी को सफल बनाया, और इलेक्ट्रिकल इंजीनियर से CEO बनने तक का उनका अपना सफर। यह एक खुली और गहरी बातचीत है जो लीडरशिप, नई सोच और AI की दुनिया में नेटवर्किंग के भविष्य के बारे में है।


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    Jayshree Ullal - CEO of Arista Networks 


    In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.

    Hosted on Acast. See acast.com/privacy for more information.

    30 January 2026, 4:00 am
  • 10 minutes 55 seconds
    HIGHLIGHTS: Bill Winters - CEO of Standard Chartered

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/standard-chartered-ceo-global-banking-geopolitical/id1614211565?i=1000746957764&l=nb

    Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. Tune in for an insightful conversation!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

     


    Hosted on Acast. See acast.com/privacy for more information.

    30 January 2026, 4:00 am
  • 46 minutes 14 seconds
    Standard Chartered CEO: Global Banking, Geopolitical Shifts and the Future of Blockchain

    Nicolai Tangen sits down with Bill Winters, Group CEO of Standard Chartered, one of the world's most globally distinctive banks. They discuss what it takes to rebuild a complex financial institution after crisis, the critical role of regulatory trust, and why Standard Chartered's presence across Asia, Africa, and the Middle East positions it as a true "connector bank." Bill shares his perspective on geopolitics, digital assets and blockchain technology, and AI's transformative impact on banking. He also reflects on lessons from his career at JP Morgan, his leadership philosophy, organizational culture, and how curiosity and empathy drive long-term success. Tune in for an insightful conversation!

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

     

    Hosted on Acast. See acast.com/privacy for more information.

    28 January 2026, 4:00 am
  • 10 minutes 16 seconds
    HIGHLIGHTS: Mala Gaonkar - Founder of SurgoCap Partners

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/mala-gaonkar-building-surgocap-identifying-great-businesses/id1614211565?i=1000745986776&l=nb

    What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results.

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæther.

     

    Hosted on Acast. See acast.com/privacy for more information.

    23 January 2026, 4:00 am
  • 43 minutes 35 seconds
    Mala Gaonkar: Building SurgoCap, Identifying Great Businesses and Learning from Mistakes

    What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results.

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by David Høysæther.

     

    Hosted on Acast. See acast.com/privacy for more information.

    21 January 2026, 4:00 am
  • 9 minutes 57 seconds
    HIGHLIGHTS: Dylan Field - CEO of Figma

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/figma-ceo-from-idea-to-ipo-design-at-scale-and-ais/id1614211565?i=1000745081487&l=nb


    In this episode of In Good Company, Nicolai Tangen speaks with Dylan Field, founder and CEO of Figma, about the ideas behind one of the most influential design platforms in the world. Field shares lessons from founding Figma at 19, navigating years of iteration before launch, and scaling with a strong product culture. They discuss taste, craft, and community, how AI is changing the creative process, and what it means to lead with optimism in a rapidly evolving tech landscape

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Oscar Hjelde.

     


    Hosted on Acast. See acast.com/privacy for more information.

    16 January 2026, 4:00 am
  • 1 hour 4 minutes
    Figma CEO: From Idea to IPO, Design at Scale and AI’s Impact on Creativity

    In this episode of In Good Company, Nicolai Tangen speaks with Dylan Field, founder and CEO of Figma, about the ideas behind one of the most influential design platforms in the world. Field shares lessons from founding Figma at 19, navigating years of iteration before launch, and scaling with a strong product culture. They discuss taste, craft, and community, how AI is changing the creative process, and what it means to lead with optimism in a rapidly evolving tech landscape

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Oscar Hjelde.

     


    Hosted on Acast. See acast.com/privacy for more information.

    14 January 2026, 4:00 am
  • 10 minutes 21 seconds
    HIGHLIGHTS: Michael Bloomberg

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/michael-bloomberg-building-an-empire-leading-new/id1614211565?i=1000744113852&l=nb

    Step inside Bloomberg’s New York headquarters for a conversation with the man who built it all. Nicolai Tangen sits down with Michael Bloomberg to explore his journey from Wall Street to founding Bloomberg LP, his approach to leadership and risk-taking, and the values that fuel his extraordinary philanthropic work. Bloomberg shares stories of creating the Bloomberg Terminal, transforming New York City as mayor, and why he still works almost every day at 83. An insightful look at a life devoted to building, improving, and giving back.

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

     


    Hosted on Acast. See acast.com/privacy for more information.

    9 January 2026, 4:00 am
  • 34 minutes 35 seconds
    Michael Bloomberg: Building an Empire, Leading New York and Giving Away Billions

    Step inside Bloomberg’s New York headquarters for a conversation with the man who built it all. Nicolai Tangen sits down with Michael Bloomberg to explore his journey from Wall Street to founding Bloomberg LP, his approach to leadership and risk-taking, and the values that fuel his extraordinary philanthropic work. Bloomberg shares stories of creating the Bloomberg Terminal, transforming New York City as mayor, and why he still works almost every day at 83. An insightful look at a life devoted to building, improving, and giving back.

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson.

     

    Hosted on Acast. See acast.com/privacy for more information.

    7 January 2026, 11:00 am
  • 10 minutes 46 seconds
    HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

    We've curated a special 10-minute version of the podcast for those in a hurry.  

     

    Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/arista-networks-ceo-the-ai-infrastructure-boom-power/id1614211565?i=1000743264525&l=nb


    In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim.

     

    Hosted on Acast. See acast.com/privacy for more information.

    2 January 2026, 4:00 am
  • 39 minutes 35 seconds
    Arista Networks CEO: The AI Infrastructure Boom, Power Limits, and What’s Next

    In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.

    In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. 

     

    The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim.

     

    Hosted on Acast. See acast.com/privacy for more information.

    31 December 2025, 4:00 am
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